Property Insurance Clearinghouse Getting Started Guide for New Agents

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "Property Insurance Clearinghouse Getting Started Guide for New Agents"

Transcription

1 The Property Insurance Clearinghouse is an automated, real-time tool that is able to provide you and your customers with access to a growing number of participating private-market companies currently writing coverage for Florida homeowners. System Access Upon being appointed with Citizens as a personal lines-only agent, you should have received a user access that contained your user name and a one-time use link to set up your password. Once you review your profile information, create a password and set up your security questions, you can log in at any time. To log in: Once you have logged into the Citizens website, select Systems from the top menu, and then select the Clearinghouse clink. Enter your user ID. Enter your password, which is case-sensitive. Click the Log in button. Password Reset If you are locked out of your account, the clearinghouse provides a self-help feature to reset your password. Click Having trouble logging in, then enter your user name and registered address. You will receive an with instructions for resetting your password and accessing your account. Note: This will work when you have completed the security questions in your profile. Acknowledgement and Confirmation and Terms of Use Appointed agents entering the clearinghouse for the first time will need to accept the Acknowledgement and Confirmation statement and accept the Terms of Use. You will not see this information again. 1

2 Carrier Access Tab and User Settings The Carrier Access tab displays all companies with whom you are currently appointed, as well as any company willing to consider providing you a limited servicing agreement (LSA). You must enter credentials for each current appointment: Enter your user name and password. Click the Verify Credentials link. Click the Save button. When your credentials expire or need to be changed, return to the Carrier Access tab and click the Edit button to update your credentials. To request an LSA: Click the Enroll link. Complete the company-required steps. So you can pursue offers of coverage from participating companies, request LSAs immediately. Companies will negotiate appointments and LSAs with agents directly. More information on this process can be found in Obtaining Limited Servicing Agreements, which is accessible from the Property Insurance Clearinghouse tab in the Training and Reference Materials menu on the Citizens website. Starting a New Quote To start a new quote, select the Create New Customer Account button on the clearinghouse Home page. The clearinghouse is organized in an interview format and any questions marked with an asterisk must be answered. The clearinghouse requires an address for the customer, which serves as a unique identifier for the customer. When an applicant has no , enter the first and last name as follows: To continue the quoting process from the Account Screen, select New Personal Quote. 2

3 Address Validation Upon entering the customer s mailing address, the clearinghouse will use Google to validate the address. Google may return variations of the entered address in an effort to provide the best mailing option. To accept the recommended address, click Select. The address field will be updated to reflect the change. You can reject the suggestions by closing the window. Quote Name On the Applicant Information screen, you will be prompted to name your quote. Naming your quote will allow you to find it easily when searching. Be sure to select a name you will be able to remember later. For better reference, include a date when naming a quote. 3

4 Address Standardization When you reach the end of the Applicant Information screen, select Save and Continue. The clearinghouse will reference the Insurance Service Organization (ISO) database to validate the address and will attempt to match address information to populate the PR-M Territory, PR-W Territory and the Wind Eligibility fields. A window will display prompting you to standardize the address. When the address returned matches, the territory and wind eligibility fields will populate automatically. Selecting the Standardized Address option and then clicking the Continue button will update and lock the PR-M territory, PR-W territory and Wind Eligibility fields in the quote interview. Some additional fields will not update automatically, including Terrain, and Protection Class. Refer to Property Information and Wind Eligibility Search Tool (PIWEST) to complete this information. Refer to PIWEST for BCEGS, protection class, flood zone and terrain. 360Value The 360Value cost estimator has been integrated into the clearinghouse. You will be prompted to enter information about the home, which will be used to calculate the replacement cost. (Not applicable to HO-6) Based on the information you enter, 360Value will populate its results to the clearinghouse, including the calculated replacement cost, year built, square footage, number of stories, foundation type and roof cover. To update information in the 360Value tool, click Edit. To get the most accurate replacement cost, complete more than the required fields in the 360Value tool. 4

5 Signed Application The clearinghouse requires that the applicant sign the completed quote application before viewing estimates. To generate an application, either select the click here link or the create application link. A PDF version of the application will open, allowing you to save or print. To continue to the Results page, affirm the signed application has been received. If there is a delay in receiving the signed clearinghouse application, select save for later. This will enable you to return to the application at a later time. Once the signed clearinghouse application has been obtained, select View Offers. This will take you to the Results page. 5

6 Viewing Results Results will display on the Results page as they are returned in real-time. The Citizens offer will display as either Eligible or Ineligible, which will be determined by applying the 15-percent rule to any other offers returned. The offers will be displayed side-by-side from highest to lowest premium, with coverage names listed on the far left and the corresponding values displayed under each company s offer. Any differences in coverage will be highlighted. If a quote is deemed not comparable, it will not be used to make the applicant ineligible for Citizens. Because in most cases, results will be returned immediately, you will not be required to wait two business days before proceeding to bind coverage. Once the results have been returned, the customer will have five days to select an offer of coverage. Always review the Submission Log to confirm that all offers have been returned. To provide your customer with as many choices as possible, complete any required actions to receive additional offers. To access the Submission Log, locate the black toolbar at the bottom of the screen and click the clipboard icon. The Submission Log will provide the status of offers for all companies available Quote to Name you. Details outlining why the quote failed will be available under the Failure Cause On the heading. Applicant Some Information messages screen, may include you will a be Read prompted more hyperlink, to name which your quote. will provide Naming a more your quote detailed will explanation allow you to and easily any find possible it when issues searching. need Be of sure resolution. to select a name you will be able to remember later. To resolve issues noted in the Submission Log, return to the quote interview and make any necessary adjustments. To finish, resubmit the application by selecting View Estimates. If you would like to preview the application before sending, select Preview. 6

7 Proposals When you are satisfied with the offers that have been returned, you can mail or a quote proposal to your customer. You also can download a copy for your files. You also can the proposal by clicking on the envelope icon on the black toolbar. All offers will be included in the proposal. Select Print to print the quote proposal to be sent via mail. Select to send the quote proposal page via . Select Download to save a copy for your files. 7

8 Issuance Once the applicant chooses an offer, you can locate the offering company on the Results page and click Select. A pop-up window will appear indicating that you are leaving the clearinghouse. You will be asked to confirm that all offers have been reviewed with the customer. Note: If the Enroll button displays instead of the Select button, click it to enroll with the company if you have not already done so. If you have already enrolled or are appointed with the company, go to the Carrier Access tab and verify that you have entered correct credentials for that company. Refer to Clearinghouse Updates and Returning Depopulation Policies (ATB # ) for more detailed information on the credentialing process. A quote number will appear in the pop-up window. Write down the quote number as you may need it on the company s website. By clicking the Select button, you will be redirected to the offering company s website. Click the OK button to confirm that you have reviewed all the offers of coverage with the applicant and complete the bridge to the offering company s website. If you are appointed with the offering company, follow the normal binding process for that company. If you are not appointed, you will be presented with the company s LSA process. 8

9 Navigation Tips To navigate within the clearinghouse, never use the browser buttons. Click the Back or Save & Continue buttons or use the arrows located next to the title bars to move from step to step. Search for Quotes There are multiple ways to search the clearinghouse. Search boxes are located on the Home page, and you can search using the customer s name, phone number, address and Citizens Application ID. The customer s address is a unique identifier. You can find an account quicker by searching by . 9

10 On the Home screen, there are two Search boxes. Using these boxes can help you find accounts easier. To select a quote, click the arrow located on the line of the desired quote. Additional functions will become available. 10

11 On the Account screen, you can take several actions by clicking the arrow on a quote line. This will display the options to Open, Copy or Delete the quote. Selecting Open will take you to the first page of the quote interview. Selecting Delete will remove the quote. Selecting Copy will allow you to create a new version of an existing quote. The quote interview will open to the Applicant Information screen, where you will be prompted to name the new quote. When you copy a quote, previously entered information will be prefilled in the quote interview. Navigate to the area you want to edit, and make the needed revisions. Be sure to navigate to View Estimates on the Home Characteristics screen to update offers. Use the Copy function to eliminate a duplicate entry. Toolbar The toolbar is located at the bottom of each screen and provides easy access to several basic functions. Returns to the Home page Returns to the first page of the interview Displays versions of the quote Locks and unlocks the quote Opens the Submission Log Sends the proposal 11

12 Training and Resources Clearinghouse training is critical to your success. Citizens has created a variety of training resources, which includes online modules and job aids. Agents appointed to write personal lines business with Citizens are encouraged to complete all clearinghouse training. Access online clearinghouse training from the Clearinghouse section of the Personal training page. 12

How to Log in to LDRPS-Web v10 (L10) https://enterprise.strohlservices.com

How to Log in to LDRPS-Web v10 (L10) https://enterprise.strohlservices.com How to Log in to LDRPS-Web v10 (L10) https://enterprise.strohlservices.com Contents First Time Login Instructions... 1 1) Use the Internet Explorer (IE) Web browser*... 1 2) Install the.net Framework...

More information

!"#$ Stonington Public Schools Parents Guide for InfoSnap Online Enrollment. for Returning. Students. August. Online Enrollment.

!#$ Stonington Public Schools Parents Guide for InfoSnap Online Enrollment. for Returning. Students. August. Online Enrollment. Stonington Public Schools Parents Guide for InfoSnap Online Enrollment for Returning Students August!"#$ Explains how to complete Returning Student Enrollment forms Online through the PowerSchool Parent

More information

Customer Portal User Guide: Transition to Delegation

Customer Portal User Guide: Transition to Delegation NEW GTLD PROGRAM Customer Portal User Guide: Transition to Delegation Version 0.8 Table of Contents About this User Guide... 2 Introduction to the Customer Portal... 3 Logging in with your User Name and

More information

Introduction to the Document Vault

Introduction to the Document Vault Introduction to the Document Vault Table of Contents Introduction to the Document Vault... 3 Key Documents to Maintain in your Document Vault... 3 Document Vault Navigation... 4 Uploading a New Document...

More information

Abila Grant Management. Document Management

Abila Grant Management. Document Management Abila Grant Management This is a publication of Abila, Inc. Version 2014 2014 Abila, Inc. and its affiliated entities. All rights reserved. Abila, the Abila logos, and the Abila product and service names

More information

Computer Services & Telecommunications Enterprise Application Development. Scholarship Application eform Student Reference

Computer Services & Telecommunications Enterprise Application Development. Scholarship Application eform Student Reference Scholarship Application eform Student Reference Table of Contents 1) Application purpose... 3 2) Accessing the application... 3 3) Submitting an Application... 3 4) Printing applications... 5 5) Reviewing

More information

Module 1. 4 Login-Send Message to Teacher

Module 1. 4 Login-Send Message to Teacher Module 1. 4 Login-Send Message to Teacher Students, in this lesson you will 1. Learn to login to your InterAct account. 2. Learn how to send an email message. Logging on to Students Online 1. Launch the

More information

College Faculty Salary & Credentialing System User Document 1

College Faculty Salary & Credentialing System User Document 1 WELCOME! The College Faculty Salary and Credentialing System has been developed to streamline the process of Salary Placement and Credentialing submission, review, and approval. Features include: Secure

More information

HELPDESK SYSTEM (HDS) USER MANUAL

HELPDESK SYSTEM (HDS) USER MANUAL HELPDESK SYSTEM (HDS) USER MANUAL Release No.: 2.0 prepared by OMESTI Berhad. TABLE OF CONTENTS 1.0 HOW TO ACCESS THE HELPDESK SYSTEM (HDS)... 1 2.0 HOW TO REGISTER NEW USER... 2 3.0 HOW TO RECOVER PASSWORD...

More information

Web Portal. User Manual. Version 20121210

Web Portal. User Manual. Version 20121210 Web Portal User Manual Version 20121210 Table of Contents 1 OVERVIEW... 1 2 USING THE MANUAL... 1 3 LOGGING IN AND UPDATING YOUR SECURITY PROFILE... 2 4 INFORMATION CENTER AND SELECTING A PROGRAM... 6

More information

SuccessFactors Onboarding Phase 1 Verification Team Reference Guide Last revised 12.8.15

SuccessFactors Onboarding Phase 1 Verification Team Reference Guide Last revised 12.8.15 SuccessFactors Onboarding Phase 1 Verification Team Reference Guide Last revised 12.8.15 Table of Contents Overview... 2 The Onboarding Dashboard... 2 Locating the Hire in the Onboarding System... 5 Completing

More information

Mane-Link Online Banking. First-Time User Logon

Mane-Link Online Banking. First-Time User Logon Mane-Link Online Banking First-Time User Logon 1 ank.com Table of Contents Overview... 3 Mane-Link Online Banking... 4 First-Time User Logon... 4 Secure Access Code... 4 Online Banking Agreement... 5 Creating

More information

Replacement Cost / MSB Interface

Replacement Cost / MSB Interface Replacement Cost / MSB Interface System Guide 1 Table of Contents Overview... 4 Frequently sked Questions (FQ)... 19 2 Table of Figures Figure 1-1 Producers options...5 Figure 1-2 Coverage page (HO-)...7

More information

Baylor Secure Messaging. For Non-Baylor Users

Baylor Secure Messaging. For Non-Baylor Users Baylor Secure Messaging For Non-Baylor Users TABLE OF CONTENTS SECTION ONE: GETTING STARTED...4 Receiving a Secure Message for the First Time...4 Password Configuration...5 Logging into Baylor Secure Messaging...7

More information

Learning Management System (LMS) Quick Tips. Contents LMS REFERENCE GUIDE

Learning Management System (LMS) Quick Tips. Contents LMS REFERENCE GUIDE Learning Management System (LMS) Quick Tips Contents Process Overview... 2 Sign into the LMS... 3 Troubleshooting... 5 Required Software... 5 Mobile devices are not supported... 5 Using the Check System

More information

Please use the following index links to quickly access the information you are looking for:

Please use the following index links to quickly access the information you are looking for: Please use the following index links to quickly access the information you are looking for: Create a new My PHLY account Registration for Agents Auto ID Web Edit Profile Logout instructions Online Bill

More information

Frequently Asked Questions for logging in to Online Banking

Frequently Asked Questions for logging in to Online Banking Frequently Asked Questions for logging in to Online Banking Why don t I recognize any of the phone numbers on the Secure Code page? I can t remember my password; can I reset it myself? I know I have the

More information

Beacon Health Strategies Provider eservices Manual

Beacon Health Strategies Provider eservices Manual Provider eservices Manual Elizabeth Pattullo, Chief Executive Officer Timothy Murphy, President Beacon Health Strategies Electronic Data Interchange and eservices User Manual INTRODUCTION... 2 Beacon Health

More information

Green Climate Fund Online Accreditation System: User s Guide

Green Climate Fund Online Accreditation System: User s Guide Green Climate Fund Online Accreditation System: User s Guide Page b Table of Contents I. Introduction 1 II. Contacting the Fund s administrator 1 III. Setting your account 1 IV. Accessing and logging into

More information

ACT State Testing Online Services Tutorial

ACT State Testing Online Services Tutorial ACT State Testing Online Services Tutorial Back-up Test Supervisor Version Released July, 2009 2009 by ACT, Inc., All rights reserved. Back-up Test Supervisor Online Profile Form Introduction The Back-up

More information

(You will use the login ID and password below to login through the first two websites.)

(You will use the login ID and password below to login through the first two websites.) (You will use the login ID and password below to login through the first two websites.) https://providers.cvch.com Citrix Logon: Password: Press the SKIP TO LOG ON selection after

More information

Surplus Lines Online User Guide

Surplus Lines Online User Guide Surplus Lines Online User Guide Missouri Department of Insurance, Financial Institutions and Professional Registration Contents Summary... 1 Site Address... 1 Account Management... 2 Account Registration...

More information

Schools CPD Online General User Guide Contents

Schools CPD Online General User Guide Contents Schools CPD Online General User Guide Contents New user?...2 Access the Site...6 Managing your account in My CPD...8 Searching for events...14 Making a Booking on an Event...20 Tracking events you are

More information

Enter your email address and mobile number that is registered with the school

Enter your email address and mobile number that is registered with the school Parents guide to School Gateway Web Account activation Navigate to www.schoolgateway.com Select the New user tab Enter your email address and mobile number that is registered with the school Select Send

More information

The Cancer Institute NSW Grants Management System User Guide

The Cancer Institute NSW Grants Management System User Guide The Cancer Institute NSW Grants Management User Guide Version 1.1 12 February 2016 Contents 1. Registration 2 2. Login to the Institute s GMS 3 3. Forgot password 3 4. The home page 4 5. Creating a profile

More information

Phone Page Web Based Document Delivery

Phone Page Web Based Document Delivery Slide 1 This tutorial will introduce you to the Phone Page web-based document delivery system. Click on the top button to continue with the full tutorial or any of the other buttons to view portions of

More information

Using the BWSD Help Desk Website

Using the BWSD Help Desk Website Accessing the Help Desk Website Using the BWSD Help Desk Website Open your web browser and go to http://helpdesk.bwschools.net:8080/ The Help Desk login screen will be displayed. 1. You should not have

More information

TxEIS on Internet Explorer 7

TxEIS on Internet Explorer 7 TxEIS on Internet Explorer 7 General Set Up Recommendations: Several modifications will need to be made to the computer settings in Internet Explorer to ensure TxEIS runs smoothly, reports pop up as desired,

More information

Secure Message Center User Guide

Secure Message Center User Guide Secure Message Center User Guide Using the Department of Banking Secure Email Message Center 2 Receiving and Replying to Messages 3 Initiating New Messages 7 Using the Address Book 9 Managing Your Account

More information

Learning Management System (LMS) User Guide. 4 March 2015

Learning Management System (LMS) User Guide. 4 March 2015 Learning Management System (LMS) User Guide 4 March 2015 Contents Accessing ATPCO s Learning Management System (LMS)... 3 Overview of ATPCO s LMS... 5 Accessing Training Course Schedules... 7 Quick Search

More information

Shaw Industries Self-Service Password Management

Shaw Industries Self-Service Password Management Shaw Industries Self-Service Password Management Table of Contents Introduction and Objective... 2 Cannot Use From The Internet Site... 2 Other Passwords May Be Changed... 2 First Log In... 2 Password

More information

MCBDirect Corporate Logging on using a Soft Token

MCBDirect Corporate Logging on using a Soft Token MCBDirect Corporate Logging on using a Soft Token Document issue: 2.1 Date of issue: September 2014 Contents About Soft Token authentication... 3 Logging onto MCBDirect Corporate online banking... 4 Soft

More information

Online Banking Guide. Your guide to safely. and securely managing. your accounts online.

Online Banking Guide. Your guide to safely. and securely managing. your accounts online. Online Banking Guide Your guide to safely and securely managing your accounts online. Table of contents LOGGING INTO ONLINE BANKING... Page 2 YOUR PASSWORD... Page 3 SETTING UP YOUR SECURITY IMAGE, PHRASE

More information

Mobile Iron User Guide

Mobile Iron User Guide 2015 Mobile Iron User Guide Information technology Sparrow Health System 9/1/2015 Contents...0 Introduction...2 Changes to your Mobile Device...2 Self Service Portal...3 Registering your new device...4

More information

Access your Insurance Agent s web site using the URL the agency has provided you. Click on the Service 24/7 Link.

Access your Insurance Agent s web site using the URL the agency has provided you. Click on the Service 24/7 Link. 1 Access your Insurance Agent s web site using the URL the agency has provided you. Click on the Service 24/7 Link. You will need to enter your Email Address and Password assigned to you by your Agent.

More information

Instructions for the Integrated Travel Manager (ITM) Self Service Password Reset (May 2011)

Instructions for the Integrated Travel Manager (ITM) Self Service Password Reset (May 2011) How to Complete the Challenge Questions and Responses Setup Process 1a 1b Open an Internet Explorer window Point your browser to: https://itm-prod.rdc.noaa.gov/cgibin/90ipi/docprep/login.w If the Web Security

More information

PISA 2015 MS Online School Questionnaire: User s Manual

PISA 2015 MS Online School Questionnaire: User s Manual OECD Programme for International Student Assessment 2015 PISA 2015 MS Online School Questionnaire: User s Manual Doc: CY6_CBA_SCQ_MSPrincipalManual.docx September 2014 Produced by ETS, Core 2 Contractor

More information

Create a PDF File. Tip. In this lesson, you will learn how to:

Create a PDF File. Tip. In this lesson, you will learn how to: Create a PDF File Now that you ve seen what an ETD looks like and how to browse the contents, it s time to learn how to convert your own thesis or dissertation into a PDF file. There are several different

More information

A. I do not have my own personal certificate I am a new client or want to download a new certificate

A. I do not have my own personal certificate I am a new client or want to download a new certificate This user guide will help you to create your personal certificate in file/browser or smart card certificate. If you already own a personal certificate in file that you have saved on your computer, you

More information

Substitute Service Center

Substitute Service Center Substitute Service Center Use the TEAMS Substitute Service Center to accept or reject substitute jobs and to customize settings, such as your availability and preferred locations. In this document: Accessing

More information

Directory and Messaging Services Enterprise Secure Mail Services

Directory and Messaging Services Enterprise Secure Mail Services Title: Directory and Messaging Services Enterprise Secure Mail Services Enterprise Secure Mail Services for End Users Attention: Receivers of Secure Mail Retrieval of Secure Mail by the Recipient Once

More information

Dostek Remote Support Guide

Dostek Remote Support Guide Dostek Remote Support Guide This document explains how to start a Dostek remote support session. Remote support puts Dostek's technical expertise to work for you as a timely and affordable alternative

More information

This document is an overview of the NEW functionality in Agency Link that allows binding for certain types of Endorsements.

This document is an overview of the NEW functionality in Agency Link that allows binding for certain types of Endorsements. This document is an overview of the NEW functionality in Agency Link that allows binding for certain types of Endorsements. What If Quoting is still available. The functionality has been enhanced to allow

More information

Job Aid: Password Reset

Job Aid: Password Reset Job Aid: Password Reset Purpose The purpose of this Job Aid is to guide users through the step-by-step process of enabling security questions and resetting their passwords. In this Job Aid, you will learn

More information

Instructions for using evitran / Budget Allocation Software

Instructions for using evitran / Budget Allocation Software Instructions for using evitran / Budget Allocation Software General requirements for running running evitran / Budget Allocation software The application is best viewed In IE Explorer 5.0+ and 1024 X 768

More information

Victoria College Online Course Guide

Victoria College Online Course Guide Victoria College Online Course Guide DO NOT LOSE THIS GUIDE!! IT CONTAINS IMPORTANT INFORMATION THAT YOU WILL NEED TO HELP YOU ACCESS YOUR COURSE!!! YOU HAVE ENROLLED IN THE FOLLOWING COURSE/COURSES: COURSE

More information

Cox Business Premium Online Backup USER'S GUIDE. Cox Business VERSION 1.0

Cox Business Premium Online Backup USER'S GUIDE. Cox Business VERSION 1.0 Cox Business Premium Online Backup USER'S GUIDE Cox Business VERSION 1.0 Table of Contents ABOUT THIS GUIDE... 4 DOWNLOADING COX BUSINESS PREMIUM ONLINE BACKUP... 5 INSTALLING COX BUSINESS PREMIUM ONLINE

More information

Terminal Four. Content Management System. Moderator Access

Terminal Four. Content Management System. Moderator Access Terminal Four Content Management System Moderator Access Terminal Four is a content management system that will easily allow users to manage their college web pages at anytime, anywhere. The system is

More information

How to Enter a Test On-line

How to Enter a Test On-line How to Enter a Test On-line Entering your test results on the web will save you time and money. You will be able to print a clean, professional completed test report for your customer. There will be a

More information

Getting Started and Administration

Getting Started and Administration AUGUST 2015 Microsoft Volume Licensing Service Center Getting Started and Administration 2 Microsoft Volume Licensing Service Center: Getting Started and Administration Table of contents Microsoft Volume

More information

Database Program Instructions

Database Program Instructions Database Program Instructions 1) Start your Comparative Rating software by double-clicking the icon on your desktop. 2) Click on the button on the Comparative Rating Software Main Menu. 3) A message Loading

More information

Web Content Management Training Manualv3

Web Content Management Training Manualv3 City & County of San Francisco Powered by Innovation DT City & County of Sa Departme Techno Powered by Innova DEPARTMENT OF TECHNOLOGYDT Web Content Management Training Manualv3 Department of Technology

More information

County of San Diego - Land Use & Environment Group. Permitting System Help Guides

County of San Diego - Land Use & Environment Group. Permitting System Help Guides TOPIC: How to Make an Online Deposit to a Trust Account Accela Citizen Access (ACA) is the online tool for external public users to check the status of permits, conduct research, and make online payments

More information

QuickBooks Mac 2014 Getting Started Guide

QuickBooks Mac 2014 Getting Started Guide QuickBooks Mac 2014 Getting Started Guide Financial Institution Support - OFX Connectivity Group Table of Contents QUICKBOOKS 2014 FOR MAC GETTING STARTED GUIDE... 3 ABOUT THIS GUIDE... 3 QUICKBOOKS 2014

More information

efiletexas.gov Review Queue User Guide

efiletexas.gov Review Queue User Guide efiletexas.gov Review Queue User Guide EFS-TF-200-3194 v.4 February 2014 Copyright and Confidentiality Copyright 2014 Tyler Technologies, Inc. All rights reserved. All documentation, source programs, object

More information

Law School Computing Services User Memo

Law School Computing Services User Memo Law School Computing Services User Memo Accessing and Using Shared No. 37 7/28/2015 Email Accounts in Outlook Overview: Many Law School departments and organizations use shared email accounts. Shared email

More information

Table of Contents User Guide... 1 Welcome... 4 Front End Life Blue... 5 General Navigation... 5 Menu Bar... 5 Continuous Scroll... 5 Hyperlinks...

Table of Contents User Guide... 1 Welcome... 4 Front End Life Blue... 5 General Navigation... 5 Menu Bar... 5 Continuous Scroll... 5 Hyperlinks... User Guide Table of Contents User Guide... 1 Welcome... 4 Front End Life Blue... 5 General Navigation... 5 Menu Bar... 5 Continuous Scroll... 5 Hyperlinks... 6 Sections/Pages/Information... 6 Announcements...

More information

Webcenter v. 5 Customer Portal Table of Contents

Webcenter v. 5 Customer Portal Table of Contents Webcenter v. 5 Customer Portal Table of Contents Introduction... 2 Sign In Page... 3 Home Page... 4 Orders Page... 5 Employees Page... 9 Timecards Page... 10 Invoices Page... 15 Documents Page... 18 Reports

More information

Secure File Transfer Guest User Guide Updated: 5/8/14

Secure File Transfer Guest User Guide Updated: 5/8/14 Secure File Transfer Guest User Guide Updated: 5/8/14 TABLE OF CONTENTS INTRODUCTION... 3 ACCESS SECURE FILE TRANSFER TOOL... 3 REGISTRATION... 4 SELF REGISTERING... 4 REGISTER VIA AN INVITATION SENT BY

More information

Microsoft Outlook Web Access

Microsoft Outlook Web Access Microsoft Outlook Web Access The following information is a brief overview of how to use Outlook Web Access to access your NCNM Student e-mail. More information can be found under the Help menu, which

More information

Student Academic Learning Services Page 1 of 1. Computer Basics. A Student Academic Learning Services Workshop

Student Academic Learning Services Page 1 of 1. Computer Basics. A Student Academic Learning Services Workshop Student Academic Learning Services Page 1 of 1 Computer Basics A Student Academic Learning Services Workshop Student Academic Learning Services Page 2 of 2 Logging on to the Campus Network To use any of

More information

eadvantage Certificate Enrollment Procedures

eadvantage Certificate Enrollment Procedures eadvantage Certificate Enrollment Procedures Purpose: Instructions for members to obtain a digital certificate which is a requirement to conduct financial transactions with the Federal Home Loan Bank of

More information

MULTI-FACTOR AUTHENTICATION SET-UP

MULTI-FACTOR AUTHENTICATION SET-UP MULTI-FACTOR AUTHENTICATION SET-UP DepositPartner Desktop Application TABLE OF CONTENTS Click the link below to go to the section you need: First Time Enrollment Enrolled User Contact information on file

More information

Table of Contents 1. Contents...1

Table of Contents 1. Contents...1 Table of Contents 1. Contents...1 1.1 Introduction/Getting Started...1 1.1.1 Creating an Account...1 1.1.2 Logging In...2 1.1.3 Forgotten Password...2 1.1.4 Creating a New Project...3 1.2 My Projects...3

More information

VOICE MAIL TO EMAIL - MY SERVICES MANAGEMENT

VOICE MAIL TO EMAIL - MY SERVICES MANAGEMENT Included with your subscription to Voice Mail to Email VOICE MAIL MANAGEMENT INTERNET ACCESS My Services web access allows you to administer your Voice Mail account settings and to play, delete and save

More information

Parents guide to School Gateway Web. Account activation. Navigate to Select the New user tab

Parents guide to School Gateway Web. Account activation. Navigate to  Select the New user tab Parents guide to School Gateway Web Account activation Navigate to www.schoolgateway.com Select the New user tab Select Send PIN - your 4 digit PIN will be sent via text message to your mobile phone. Enter

More information

credit card version 6

credit card version 6 credit card version 6 Use this guide for SalonBiz /SpaBiz Virtual Black Box Version 6. Authorizing a Credit Card Sale 1. Create a ticket for the client as usual; select the appropriate credit card payment

More information

1Direct Member Manual BASIC Benefits Card

1Direct Member Manual BASIC Benefits Card 1Direct Member Manual BASIC Benefits Card A Guide to Accessing your HRA/FSA/Parking & Transit Benefits Online https://hrbenefitsdirect.com/basic 888-472-0777 hra@basiconline.com About 1Direct Employee

More information

Mechanics Bank Mobile Banking Mobile Finance Manager (MFM) Application Windows Mobile Phone Installation

Mechanics Bank Mobile Banking Mobile Finance Manager (MFM) Application Windows Mobile Phone Installation Mechanics Bank Mobile Banking Mobile Finance Manager (MFM) Application Windows Mobile Phone Installation Thank you for your interest in Mechanics Bank Mobile Banking. This guide will help you get started

More information

Stewart Secure Email User Guide. March 13, 2015

Stewart Secure Email User Guide. March 13, 2015 Stewart Secure Email User Guide March 13, 2015 Table of Contents Introduction... 1 What is secure email?... 1 Why secure email?... 1 What is personal, non-public information?... 1 How is my data protected?...

More information

Strength Development Plan TalentBank Guide for Employees

Strength Development Plan TalentBank Guide for Employees Strength Development Plan The Strength Development Plan is an automated tool that will connect competencies or organizational development statements to the top talent of an individual based on their structured

More information

Internet Security Client Administrator Quick Reference Guide

Internet Security Client Administrator Quick Reference Guide Internet Security Client Administrator Quick Reference Guide Welcome! Thank you for using the convenience of the ADP Internet Security to control your employees' secure access to ADP Internet products.

More information

College User Guide System Admin. Version 3.1

College User Guide System Admin. Version 3.1 College User Guide System Admin Version 3.1 Contents Introduction... 2 1.0 Getting Started... 2 2.0 Create New Account... 3 2.1 Register new staff and assign role... 3 2.2 Email New Staff Member their

More information

SHAREPOINT USER GUIDE

SHAREPOINT USER GUIDE SHAREPOINT USER GUIDE Reader and Contributor Date Revision Description Author 3 September 2013 1.0 Original Joe Ben Clark Contents Accessing the CDISC Portals...3 Structural Elements of the CDISC Portals

More information

TRI-MEweb Reference Guide 2 How to Add Role, Facility, and Generate an ESA to a New Certifying Official's CDX user account.

TRI-MEweb Reference Guide 2 How to Add Role, Facility, and Generate an ESA to a New Certifying Official's CDX user account. How to Add Role, Facility, and Generate an ESA to a New Certifying Official's CDX user account. Instructions for certifying officials without a Central Data Exchange (CDX) account Start Role: Certifying

More information

Teacher Activities Page Directions

Teacher Activities Page Directions Teacher Activities Page Directions The Teacher Activities Page provides teachers with access to student data that is protected by the federal Family Educational Rights and Privacy Act (FERPA). Teachers

More information

Mortgage Quest WebDesk Setup and Login Instructions

Mortgage Quest WebDesk Setup and Login Instructions Initial WebDesk Setup Mortgage Quest WebDesk Setup and Login Instructions 1. The following steps need to be performed one time only. 2. Start Microsoft Internet Explorer. 3. Enter the address: http://webdesk.emarketfocus.com/

More information

Colorado Medical Assistance Program Web Portal. Frequently Asked Questions

Colorado Medical Assistance Program Web Portal. Frequently Asked Questions Colorado Medical Assistance Program Web Portal Frequently Asked Questions Trading Partner Administrator I have my HCPF Welcome Letter, and am going to be the Trading Partner Administrator. Now what? What

More information

To successfully initialize Microsoft Outlook (Outlook) the first time, email settings need to be verified.

To successfully initialize Microsoft Outlook (Outlook) the first time, email settings need to be verified. TO: UAN CLIENTS FROM: UAN STAFF DATE: OCTOBER 8, 2008 SUBJECT: Steps for Initial Setup of Microsoft Outlook To successfully initialize Microsoft Outlook (Outlook) the first time, email settings need to

More information

Labour Market Programs Support System. LaMPSS Computer Compatibility Guide

Labour Market Programs Support System. LaMPSS Computer Compatibility Guide Labour Market Programs Support System LaMPSS Computer Compatibility Guide Prepared by: LaMPSS Operations Support June 2012 Version: 1.1 2011 Nova Scotia Department of Labour and Advanced Education This

More information

efiletexas.gov Court Administrator User Guide

efiletexas.gov Court Administrator User Guide efiletexas.gov Court Administrator User Guide EFS-TX-200-3191 v.4 February 2014 Copyright and Confidentiality Copyright 2014 Tyler Technologies, Inc. All rights reserved. All documentation, source programs,

More information

How do I enroll in the password portal?

How do I enroll in the password portal? The self-serve portal is designed to allow you to change your password and unlock your locked account even if you have forgotten your password. You must enroll for this service to be able to use it. You

More information

Getting Started ONLINE APPLICATION. Access the online certification application system

Getting Started ONLINE APPLICATION. Access the online certification application system Online Application This instruction guide is for currently certified firms seeking renewal and firms applying for the first time. The information presented is drawn from example scenarios and may not exactly

More information

User Guide for CBER s Electronic Signature Process

User Guide for CBER s Electronic Signature Process SOPP 8116: Appendix 1: Electronic Signature User Guide User Guide for CBER s Electronic Signature Process To Attach a Word Document Once you have converted the document to PDF, you are ready to electronically

More information

Quick Reference Guide Welcome TEST USER

Quick Reference Guide Welcome TEST USER Welcome TEST USER HELP RETIREMENT MANAGER DEMO FEEDBACK VersionE_000 Getting Started This Retirement Manager participant website Quick Reference Guide will assist you to easily navigate and complete important

More information

Adding a File Attachment to a CFS Requisition

Adding a File Attachment to a CFS Requisition Adding a File Attachment to a CFS Requisition When creating a requisition, there are certain purchases that may require additional documentation. The Attachment feature is used to attach this documentation.

More information

Provider Electronic Solutions Software User s Guide

Provider Electronic Solutions Software User s Guide Vermont Title XIX Provider Electronic Solutions Software User s Guide HP ENTERPRISE SERVICES 312 HURRICANE LANE, STE 101 PO BOX 888 WILLISTON VT 05495 Table of Contents 1 Introduction... 2 1.1 Provider

More information

Turnitin Instructor User Manual Chapter 2: OriginalityCheck

Turnitin Instructor User Manual Chapter 2: OriginalityCheck Turnitin Instructor User Manual Chapter 2: OriginalityCheck Updated August 23, 2011 Turnitin Instructor Handbook: 48 Section: Introduction Introduction A typical submission made to an assignment on Turnitin

More information

Cypress Connexion HELP Guide www.cypressconnexion.com

Cypress Connexion HELP Guide www.cypressconnexion.com Welcome to Cypress Connexion your one-stop-shop for accessing and managing your Cypress Communications account online, at your convenience. The following guide will provide you with helpful information

More information

Remedy ITSM Service Request Management Quick Start Guide

Remedy ITSM Service Request Management Quick Start Guide Remedy ITSM Service Request Management Quick Start Guide Table of Contents 1.0 Getting Started With Remedy s Service Request Management. 3 2.0 Submitting a Service Request.7 3.0 Updating a Service Request

More information

Module 1 Getting Started

Module 1 Getting Started Module 1 Getting Started Introduction Talent Connect Job Seeker User Guide The goal of the Pure Michigan Talent Connect website is to provide a centralized location for Employers and Job Seekers to connect.

More information

Posting Job Orders. mindscope Staffing and Recruiting Software www.mindscope.com

Posting Job Orders. mindscope Staffing and Recruiting Software www.mindscope.com Posting Job Orders CURA Technical Support Email: cura_support@mindscope.com Phone: 1.888.322.2362 x 555 Posting Job Orders Page 1 Table of Contents Posting Jobs Orders... 2 Posting Jobs on Your Website...

More information

Business Online Banking Quick Users Guide

Business Online Banking Quick Users Guide Business Online Banking Quick Users Guide Business Online Banking Quick Users Guide Table of Contents Overview 2 First Time Login 2 Security 4 Contact Points 4 Registering your Browser / Computer 5 Adding,

More information

IFT Access SM : Upload Template and CSV Upload

IFT Access SM : Upload Template and CSV Upload IFT Access SM : Upload Template and CSV Upload This guide will show you how to create a CSV file for BIN and REP transactions using the IFT Access SM Upload Template. It will then show you how to upload

More information

Resolve Disputes User Guide

Resolve Disputes User Guide Resolve Disputes User Guide Online Merchant Services Copyright Statement Copyright 2012 by American Express Travel Related Services Company, Inc. All rights reserved. No part of this document may be reproduced

More information

Creating an itunes App Store account without a credit card

Creating an itunes App Store account without a credit card Creating an itunes App Store account without a credit card Summary To create an itunes App Store account on your computer without a credit card, please follow the steps below. In order to create an account

More information

Bidder s User Guide For Online E-Tendering System

Bidder s User Guide For Online E-Tendering System Bidder s User Guide For Online E-Tendering System Introduction to the User s Guide The User s Guide is a documentation regarding all the features of Bidder Online E-Tendering System. It explains how the

More information

Schools Remote Access Server

Schools Remote Access Server Schools Remote Access Server This system is for school use only. Not for personal or private file use. Please observe all of the school district IT rules. 6076 State Farm Rd., Guilderland, NY 12084 Phone:

More information

How to install and use the File Sharing Outlook Plugin

How to install and use the File Sharing Outlook Plugin How to install and use the File Sharing Outlook Plugin Thank you for purchasing Green House Data File Sharing. This guide will show you how to install and configure the Outlook Plugin on your desktop.

More information

QuickBooks 2016 Getting Started Guide for Financial Institutions. Financial Institution Support OFX Connectivity Group

QuickBooks 2016 Getting Started Guide for Financial Institutions. Financial Institution Support OFX Connectivity Group QuickBooks 2016 Getting Started Guide for Financial Institutions Financial Institution Support OFX Connectivity Group Table of Contents QUICKBOOKS 2016 FOR WINDOWS GETTING STARTED GUIDE... 3 ABOUT THIS

More information